Brady Family Wealth, LLC 13F Holdings · Q2 2026
Brady Family Wealth, LLC reported 113 securities worth $346.49M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (8.13%), GOOGL (5.99%), AVGO (4.50%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $28.2M | 8.13% | 97,300 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $20.8M | 5.99% | 58,107 | Trimmed |
| 3 | AVGO | BROADCOM INC | $15.6M | 4.50% | 41,235 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $15.0M | 4.34% | 40,301 | Added |
| 5 | CSCO | CISCO SYS INC | $10.0M | 2.88% | 85,049 | Trimmed |
| 6 | ADI | ANALOG DEVICES INC | $8.8M | 2.53% | 22,058 | Trimmed |
| 7 | LOW | LOWES COS INC | $8.6M | 2.47% | 38,805 | Trimmed |
| 8 | TXN | TEXAS INSTRS INC | $8.2M | 2.36% | 27,447 | Trimmed |
| 9 | V | VISA INC | $8.0M | 2.30% | 23,265 | Trimmed |
| 10 | BLK | BLACKROCK INC | $7.7M | 2.21% | 7,972 | Added |
| 11 | SHY | ISHARES TR | $7.6M | 2.21% | 93,147 | Added |
| 12 | SYK | STRYKER CORPORATION | $7.3M | 2.11% | 23,172 | Added |
| 13 | IVV | ISHARES TR | $7.3M | 2.10% | 9,715 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $7.0M | 2.03% | 21,534 | Added |
| 15 | CB | CHUBB LIMITED | $7.0M | 2.01% | 20,475 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $6.9M | 1.98% | 27,004 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $6.8M | 1.95% | 28,366 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.6M | 1.92% | 13,279 | Trimmed |
| 19 | CAT | CATERPILLAR INC | $6.4M | 1.84% | 5,978 | Trimmed |
| 20 | AMGN | AMGEN INC | $6.0M | 1.74% | 16,692 | Trimmed |
| 21 | PSX | PHILLIPS 66 | $5.9M | 1.72% | 35,188 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $5.7M | 1.65% | 28,599 | Added |
| 23 | TJX | TJX COS INC NEW | $5.6M | 1.61% | 36,708 | Trimmed |
| 24 | ABT | ABBOTT LABORATORIES | $5.0M | 1.43% | 54,620 | Trimmed |
| 25 | GD | GENERAL DYNAMICS CORP | $4.8M | 1.40% | 13,678 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR